How to Manage Purchase Quotations & Orders in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features
0Odoo 18's Purchase module offers a robust set of tools for managing purchase quotations and orders effectively. By streamlining your procurement process, you can optimize costs, improve efficiency, and strengthen relationships with suppliers.
Creating Purchase Quotations
To create a new purchase quotation:
Navigate to the Purchase Module: Access the "Purchase" app in your Odoo instance.
Create a New Quotation: Click the "Create" button to initiate the process.
Add Vendor and Delivery Details: Select the vendor from your vendor list and specify the delivery address.
Add Product Lines: Add each product or service required, specifying quantities and unit prices.
Set Payment Terms and Delivery Dates: Define the payment terms and expected delivery dates for the order.
Add Notes or Attachments: Include any additional information or documents relevant to the quotation.
Send the Quotation: Once completed, send the quotation to the selected vendor for their review and approval.
Managing Purchase Orders
Once you've received and approved a vendor's quotation, you can create a purchase order:
Create a New Purchase Order: Click the "Create" button in the "Purchase Orders" menu.
Select the Vendor and Reference: Choose the vendor and reference number from the quotation.
Add Product Lines: Add the required products or services, specifying quantities and prices.
Set Delivery Address and Payment Terms: Confirm the delivery address and payment terms for the order.
Confirm the Purchase Order: Review the order details and click "Confirm" to finalize the purchase.
Key Features and Benefits:
Centralized Management: Manage all purchase-related activities from a single platform.
Efficient Workflow: Streamline the procurement process with automated workflows and notifications.
Real-time Tracking: Monitor the status of purchase orders and deliveries.
Cost Control: Analyze purchase data to identify cost-saving opportunities.
Vendor Management: Maintain relationships with vendors and evaluate their performance.
Integration with Other Modules: Seamlessly integrate with other Odoo modules, such as Inventory, Accounting, and Manufacturing.
By effectively utilizing Odoo 18's Purchase module, you can optimize your procurement process, reduce costs, and improve overall business efficiency.
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